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Validating field input
Ensure that the user input on a form meets the required conditions before the case moves to the next step in the life cycle. By validating field input, you check whether the data values that users enter are valid and whether the system can process the information correctly. For example, you can ensure that the customer provides their name and address before placing an order.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- In the Case life cycle section, select the step to which you want to apply the validation condition.
- In the Step pane on the right, on the General tab, click Configure view.
- Optional: To ensure that the user enters a value in a field before submitting the form, set the
field as Required.
- In the view configuration window, on the Fields tab, locate the field that you want to set as Required.
- In the Options list for that field, select
Required.When the user tries to submit the form without a value in a required field, an error message appears.
For example: To prevent the user from submitting a form without entering the date of birth, set the birth date field as Required. - In the view configuration window, on the Validations tab, click Add condition.
- Optional: To display an error message when the validation fails, in the Message field, enter the text of the message.
- Define the validation conditions for a field on the form:
- In the list of fields, select the name of the field that you want to validate.
- In the comparator list, select the test that you want to perform on the field.
- In the value field, enter or select a value to compare against the user
input.The Select values option lists the fields and values from your form that you can use in the condition.
For example: To ensure that the birth date is not set in the future, select the birth date field from the list, set the is after comparator, and then select Today from the calendar control. When the user tries to submit the form with a birth date that is set in the future, an error message appears. - Optional: To create a condition with multiple validation parameters, add a logical operator to
the condition:
Choices Actions Ensure that the condition passes when all properties meet the criteria - On the right side of the row, click the Add a row icon.
- In the operator list, select and.
- In the list of fields, select the name of the field that you want to validate.
- In the comparator list, select the test that you want to perform on the field.
- In the value field, enter or select a value to compare against the user
input.The Select values option lists the fields and values from your form that you can use in the condition.
Ensure that the condition passes when either property meets the criteria - On the right side of the row, click the Add a row icon.
- In the operator list, select or.
- In the list of fields, select the name of the field that you want to validate.
- In the comparator list, select the test that you want to perform on the field.
- In the value field, enter or select a value to compare against the user
input.The Select values option lists the fields and values from your form that you can use in the condition.
For example: In a recruitment form, the user must indicate the time of employment at a specific company by entering dates in the From and To date type fields. To ensure that the start date is before the end date, and that the end date is after the start date, you can configure a validation condition with the AND logical operator, as in the following figure: Validation of the employment date range 
- Optional: To define more validation conditions, repeat steps 6 through 9.
- Click Submit.
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